Takuya Kisaka
Investment adviser representative at A&m Private Wealth Partners, LLC
16 yearsExperience
1 stateRegistered in
$1.8BFirm assets
2 yearsFirm in business
Are you Takuya Kisaka? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- A&m Private Wealth Partners, LLCOct 2024 to now
- CitigroupOct 2010 to Oct 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
A&m Private Wealth Partners, LLC
$1.8BAssets managed
43Clients
15Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2907432
- Firm CRD
- 331478